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EESvsISMDETF Comparison
WisdomTree U.S. SmallCap Fund (EES) belongs to the US Small Cap segment. Inspire Small/Mid Cap Impact ETF (ISMD) is part of the US Multi-Factor segment. EES's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, ISMD's top sector exposures are Industrials, Financials and Information Technology. EES is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.57% for ISMD. EES is up 1.89% year-to-date (YTD) with -$12M in YTD flows. ISMD performs better with 4.01% YTD performance, and +$12M in YTD flows. Run a side-by-side ETF comparison of EES and ISMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EES vs ISMD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EES ISMD | -4.66%-5.99% | -1.16%+1.37% | +1.89%+4.01% | +19.29%+17.55% | +43.48%+36.39% | +26.28%+27.54% |
| Flows | EES ISMD | -$21M+$6M | -$100M+$16M | -$12M+$12M | -$51M+$50M | -$167M+$67M | -$69M+$115M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EES ISMD | +16.11%+17.06% | +22.06%+22.57% | +21.09%+20.28% | +21.71%+21.25% |
| Max drawdown | EES ISMD | -5.39%-5.99% | -15.69%-15.98% | -26.88%-26.77% | -26.88%-26.77% |
| Max drawdown duration | EES ISMD | 31d28d | 49d77d | 379d399d | 379d399d |
EES | ISMD | |
Last sale 3/12/2026 at 1:30 PM | $56.80 | $39.45 |
| Previous close 03/11/2026 | $57.85 | $40.07 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EES | ISMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EES | ISMD | |
|---|---|---|
| Last price | $56.80 | $39.45 |
| 1D performance | -1.82% | -1.55% |
| AuM | $630.92 M | $255.02 M |
| E/R | 0.38% | 0.57% |
EES | ISMD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Inspire ETFs |
| Benchmark | WisdomTree U.S. SmallCap Index | Inspire Small/Mid Cap Impact Equal Weight Index |
| N° of holdings | 1348 | 467 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | February 28, 2017 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EES and ISMD ETFs performed in 2026?
As of March 11, 2026, EES is up 1.89% year-to-date (YTD), while ISMD has returned 4.01%. That puts ISMD better performer ahead so far this year.
Which ETF is attracting more investor money: EES or ISMD?
Year-to-date, the EES ETF saw -$12M in flows, compared to +$12M for ISMD.
Which ETF is more volatile: EES or ISMD?
Over the past year, EES had a volatility of 22.06%, while ISMD experienced 22.57%.
Which ETF is bigger: EES or ISMD?
As of March 11, 2026, EES holds $630.92 M in assets under management (AUM), while ISMD manages $255.02 M.
What sectors do the EES and ISMD ETFs invest in?
EES leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, ISMD focuses on Industrials, Financials and Information Technology.
What are the top holdings of the EES ETF and ISMD ETF?
EES top holdings include US92333F1012, MATSON and ORGANON & CO. ISMD holds in its top three: KOSMOS ENERGY, SKYWATER TECHNOLOGY and ULTRA CLEAN HOLDINGS.
Which ETF is more diversified: EES or ISMD?
EES holds 1470 securities with 8.87% of its assets in the top 15. ISMD has 470 securities and a top 15 weight of 4.24%.
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